PFG icon

Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.3M
Puts
$3.02M
Net Calls
Net Calls Change

Top Buyers

1 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
801
Clark Wealth Partners
Illinois
$1.15K
PCM
802
Penserra Capital Management
California
$1K
AW
803
Avion Wealth
Texas
$1K
RWM
804
Rialto Wealth Management
New York
$913
AP
805
Aspect Partners
Virginia
$912
HIA
806
HFM Investment Advisors
New Jersey
$912
CPG
807
Cornerstone Planning Group
New Jersey
$876
AWM
808
Activest Wealth Management
Florida
$829
VWA
809
Valued Wealth Advisors
Utah
$671
CTWM
810
Cherry Tree Wealth Management
Minnesota
$664
Kayne Anderson Rudnick Investment Management
811
Kayne Anderson Rudnick Investment Management
California
$663
SFCL
812
Strengthening Families & Communities LLC
Massachusetts
$506
ACA
813
American Capital Advisory
Idaho
$498
AA
814
Addison Advisors
Vermont
$498
AT
815
Avalon Trust
New Mexico
$498
OCM
816
Orion Capital Management
California
$497
WWA
817
Wealth Watch Advisors
Colorado
$415
JWM
818
JPL Wealth Management
Colorado
$415
EWM
819
Evolution Wealth Management
Florida
$415
SA
820
Seneschal Advisors
Washington
$415
YDMI
821
Y.D. More Investments
Israel
$393
WA
822
WestEnd Advisors
North Carolina
$332
QWM
823
Quaker Wealth Management
New Jersey
$332
TPBG
824
Turning Point Benefit Group
Maryland
$332
DF
825
DecisionPoint Financial
Arizona
$167